David Steven Zoller
Investment adviser representative at Lifeworks Advisors, LLC
17 yearsExperience
1 stateRegistered in
$966.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Lifeworks Advisors, LLCSep 2026 to now
- Zoller, Swanson and CompanyJan 2009 to now
- Lasalle ST. Investment Advisors, LLCFeb 2011 to Aug 2026
- Lasalle ST. Securities, LLCFeb 2011 to Jan 2025
- Streamline Financial ServicesApr 2009 to Jun 2026
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (IL).
Lifeworks Advisors, LLC
$966.7MAssets managed
1,814Clients
42Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5717168
- Firm CRD
- 288255